Insurance Account Manager

4 weeks ago


Chipping Norton, Oxfordshire, United Kingdom Ecclesiastical Insurance Group Full time
About the Role

We are seeking a highly skilled and experienced Insurance Account Manager to join our team at Lycetts Insurance Brokers. As an Insurance Account Manager, you will play a crucial role in maintaining strong relationships with existing clients while contributing to business growth through proactive engagement.

You will be responsible for preparing renewal schedules, handling incoming new business inquiries, and managing all documentation to ensure a seamless renewal experience for our clients. Additionally, you will identify cross-selling opportunities within our client base and collaborate with colleagues to maximise revenue.

Key responsibilities include:

  • Preparing renewal schedules and proactively reaching out to clients before renewal dates
  • Handling incoming new business inquiries and preparing customised quotations
  • Using negotiation skills to explore alternative quotes and find the best solutions for clients
  • Managing all documentation, including invoices, credit notes, and other paperwork
  • Identifying cross-selling opportunities and collaborating with colleagues to maximise revenue
Key Skills and Experience

To be successful in this role, you will need:

  • Good organisational ability
  • Previous broking experience, preferably specialising in farm & estate, household and liability insurance
  • Knowledge of a wide range of commercial insurance products and companies
  • Experience in obtaining information from clients via telephone & email
  • Experience in obtaining quotes and placing business
  • Confident communications skills – both written & oral
  • Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters
What We Offer

We offer a competitive salary and benefits package, including:

  • Hybrid working available upon successful completion of probation
  • Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme
  • Annual Bonus scheme (Discretionary based on individual and company performance)
  • Life Assurance cover up to 4 x salary
  • 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years' service respectively)
About Us

Lycetts Insurance Brokers is a well-established independent insurance broker with a focus on farms, estates, and rural businesses. We offer bespoke financial services, high-net-worth household coverage, commercial and bloodstock insurance, and risk management advice. We are proud to be part of the Benefact Group, which is owned by a registered charity, Benefact Trust. We are a financially secure, professional, and award-winning organisation that donates a significant proportion of our profits to good causes.



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